Our idea generation is fuelled by deep research across a myriad of sources, mediums and regions

 

Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

The Pending Growth Trap

Quarter 3: September 2020. Valuations in many corners of the market would make you think that the COVID-19 pandemic was a distant memory.

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Death of Value…ation

Quarter 2: June 2020. We are sure we can all agree that 2020 has been truly unique and certainly not for the faint hearted!

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Doom & Bloom – Part 2

Quarter 1: March 2020. We felt it was timely to share our answers to the numerous questions we've received in increased regularity.

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Doom & Bloom – Part 1

Quarter 1: March 2020. It may feel like we are in a dark forest, with no end in sight, with bad news constantly spooking us from every direction.

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